Unclaimed
Ryan David Ludwig is a financial advisor currently registered with Edward Jones. Ryan is active in both Broker-Dealer and Investment Advisor capacities. Ryan has been in the industry since June 13, 2006, and has held positions with Berthel, Fisher & Company Financial Services, Inc., Ameritas Investment Corp. and Edward Jones. Ryan has been registered with Edward Jones since August 2014, and is currently registered in the state of Minnesota and Texas. Ryan holds FINRA Series 6, 7, 63 and 66 licenses. Ryan is also a Certified Financial Planner. In addition to being a financial advisor, Ryan is involved in the business of Block 11 Marshall, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MN
03/05/2015 - Present
Edward Jones (WASECA MN)
MO
06/11/2007 - 12/14/2009
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
08/17/2001 - 05/22/2007
AMERITAS INVESTMENT CORP. (ALGONA IA)
BOTH
Issued 10/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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